Sundaram Small Cap Fund - Growth - Direct Plan

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  • Net Change on 26-02-2020

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Fund Overview Growth | Direct Plan

  • Fund House

  • Launch Date

  • Benchmark

  • Minimum Investment (₹)

  • Minimum Addl Investment (₹)

  • Exit Load (%)

  • Minimum SIP Investment (₹)

  • Minimum STP Investment (₹)

  • Minimum SWP Investment (₹)

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Fund Objective

The objective of the scheme is to achieve capital appreciation by investing predominantly in diversified stocks that are generally termed as small - cap stocks.

Fund Performance

Scheme Name 1-Month Return (%) 3-Month Return (%) 1-Year Return (%) 3-Year Return (%) 5-Year Return (%) Since Inception
Sundaram Small Cap Fund - Direct Plan - Growth Option 0.24 9.82 11.80 1.33 4.45 13.68
NIFTY 50 - TRI N/A N/A N/A N/A N/A N/A
S&P BSE Small-Cap - TRI -3.35 7.01 6.90 2.66 6.06 6.16

Returns upto 1 year is Absolute, and above 1 year are Compounded Annualised

Peer Fund Comparison

Scheme Name Launch Date Ratings 1-Year Return (%) 3-Year Return (%) 5-Year Return (%) Expense Ratio (%) Assets (Cr.)
Sundaram Small Cap Fund - Direct Plan - Growth Option Jan 02, 2013 Unrated 11.80 1.33 4.45 1.46 1,149.20
HDFC Small Cap Fund - Direct Growth Plan Jan 01, 2013 -3.07 8.53 10.27 0.88 9,872.22
Nippon India Small Cap Fund - Direct Plan Growth Plan - Growth Option Jan 01, 2013 Unrated 12.58 9.41 12.20 1.16 9,063.88
Franklin India Smaller Companies Fund - Direct - Growth Jan 01, 2013 Unrated 1.75 2.17 7.16 1.10 7,187.70
L&T Emerging Businesses Fund - Direct Plan - Growth Option May 12, 2014 -0.63 5.56 10.64 0.70 6,123.41
DSP Small Cap Fund - Direct Plan - Growth Dec 31, 2012 Unrated 15.72 2.35 9.53 1.13 5,264.19

Fund Holdings as on 31-January-2020

  • Tube Investments of India Ltd

  • Navin Fluorine International Ltd

  • JK Cement Ltd

  • Timken India Ltd

  • INOX Leisure Ltd

  • HeidelbergCement India Ltd

  • Johnson Controls-Hitachi AirConditioning India Ltd

  • Thyrocare Technologies Ltd

  • Brigade Enterprises Ltd

  • DCB Bank Ltd

  • Amrutanjan Health Care Ltd

  • Kalpataru Power Transmission Ltd

  • V-Guard Industries Ltd

  • Westlife Development Ltd

  • Heritage Foods Ltd

  • NRB Bearing Ltd

  • Indian Railway Catering & Tourism Corporation Ltd

  • Ramco Industries Ltd

  • Praj Industries Ltd

  • Taj GVK Hotels & Resorts Ltd

  • Lemon Tree Hotels Ltd

  • ISGEC Heavy Engineering Ltd

  • Century Plyboards (India) Ltd

  • Raymond Ltd

  • Rane Holdings Ltd

  • LG Balakrishnan & Bros Ltd

  • The India Cements Ltd

  • TREPS

  • KSB Ltd

  • Laurus Labs Ltd

  • MM Forgings Ltd

  • KEI Industries Ltd

  • Himatsingka Seide Ltd

  • Ujjivan Small Finance Bank Ltd

  • TD Power Systems Ltd

  • Somany Home Innovation Ltd

  • Take Solutions Ltd

  • Quess Corp Ltd

  • Astra Microwave Products Ltd

  • KPIT Technologies Ltd

  • Capacite Infraprojects Ltd

  • Metropolis Healthcare Ltd

  • Cholamandalam Financial Holdings Ltd

  • ITD Cementation India Ltd

  • Magma Fincorp Ltd

  • Arvind Fashions Ltd

  • Healthcare Global Enterprises Ltd

  • Butterfly Gandhimathi Appliances Ltd

  • Sandhar Technologies Ltd

  • Neogen Chemicals Ltd

  • Star Cement Ltd

  • Asian Granito India Ltd

  • VA Tech Wabag Ltd

  • Indoco Remedies Ltd

  • HSIL Ltd

  • CSB Bank Ltd

  • Khadim India Ltd

  • Reverse Repo

  • Hindustan Dorr-Oliver Ltd

  • Cash and Other Net Current Assets

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  • Cement & Construction Materials

  • Bearings

  • Engineering - Industrial Equipments

  • Chemicals

  • Cycles

  • Bank - Private

  • Pharmaceuticals & Drugs

  • Hospital & Healthcare Services

  • Construction - Real Estate

  • Electric Equipment

  • Hotel, Resort & Restaurants

  • Film Production, Distribution & Entertainment

  • Air Conditioners

  • Finance - Investment

  • Miscellaneous

  • Transmission Towers / Equipments

  • Auto Ancillary

  • Finance - Others

  • IT - Software

  • Consumer Food

  • Consumer Durables - Domestic Appliances

  • Travel Services

  • Wood & Wood Products

  • Textile - Weaving

  • Forgings

  • Cable

  • Textile

  • Retailing

  • Ceramics/Marble/Granite/Sanitaryware

  • Telecommunication - Equipment

  • Engineering - Construction

  • Finance - NBFC

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About Sundaram Small Cap Fund

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Scheme Analysis

Sundaram Small Cap Fund is a Equity - Small cap Fund fund and belongs to Sundaram Mutual Fund. It was launched on 02-Jan-2013 and currently has an AUM of ₹1,149.20 crore. Sundaram Small Cap Fund is benchmarked against NIFTY 50 - TRI as primary index and S&P BSE Small-Cap - TRI as secondary index.

The NAV of Sundaram Small Cap Fund ended down ₹-0.15(-0.18%)yesterday to ₹86.381.

Among its top 3 holdings the fund has exposure to Tube Investments of India Ltd, and

The Sundaram Small Cap Fund is managed by S. Krishnakumar .

Fund House Contact

Sundaram Towers, 2nd Floor, 46 White Road, Royapettah, Chennai - 600 014.

+91 (22) 28583362/3367
+91 (22) 22858 3156

Fund Manager

  • Cash

  • Equity

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